Contractor Baseline Project Schedule

General Commissioning/HVAC Review Checklist

Checklist items included herein are required for capturing a general understanding of the Commissioning and HVAC requirements that
should be included in the COST-LOADED NETWORK ANALYSIS SCHEDULE (NAS)

Project Name: ______________________________________________ Contract No.: __________________

Contractor: ______________________________ Designated Project Scheduler: ________________________
Primavera Project ID (e.g. BXXX MMYY): ___________________________________
Update Schedule Data Date: ____________________

I ___(Name)______________, Designated Project Scheduler certify checklist accurately completed, and update schedule:
Accurately represents; Contractor’s plan of how work will be accomplished as of data date.
Will be used to plan and track progress up to next schedule update,
and is Contract compliant.

Designated Project Scheduler certification signature: _________________________________ Dated_________

ITM DESCRIPTION Y N* NA
Applicability
1 Is Section 23 05 93 TESTING, ADJUSTING AND BALANCING FOR HVAC included in project?
2 Is Section 23 09 00 INSTRUMENTATION AND CONTROL FOR HVAC included in project?
If the answers to BOTH of the above questions is “No”, then only Part 1 is applicable.
If either one of the above questions is “Yes”, complete checklist below for applicable items.
Required Activities and Milestones – confirm the following are included in the schedule
Part 1: 01 91 00 Commissioning
Submittals
03 Commissioning Firm/Contact /Specialist/Coordinator
04 Design (DB only) Review Report
05 Design Phase (DB only) Commissioning Plan
06 Interim Construction Phase Commissioning Plan
07 Final Construction Phase Commissioning Plan
08 Pre‐Functional Checklists

Meetings
09 Design (DB only) Commissioning Coordination Meeting
10 Construction Commissioning Coordination Meeting

Test Reports
12 Building Envelope Inspection Checklists
13 Pre‐Functional Checks
14 Issues Log
15 Commissioning Report
16 TAB Field Acceptance Testing
17 Testing, Adjusting, and Balancing (TAB) Report
18 HVAC Controls Test Reports
19 Functional Performance Tests
20 Integrated Systems Tests
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 General Commissioning/HVAC Review Checklist

Project Name: ______________________________________ Primavera Project ID.: __________________

21 Endurance Test

Certificates & Notifications

22 Certificate of Readiness

Operation & Maintenance Data

23 Training Plan
24 Training Attendance Rosters
25 Systems Manual for LEED [Computerized Maintenance Management System Manual for
GREEN GLOBES]
26 Systems Manual [Computerized Maintenance Management System Manual]

Closeout Documentation
27 Final Commissioning Report

PART 2 HVAC SPECIFICATIONS (GENERAL)

Submittals
28 Design (DB only) Review Report (Spec 23 05 93 SD-07, 23 05 93 1.5.2.3.c)
29 Records of Existing Conditions (Spec 23 05 93 SD-01, 25 10 10 3.2)
30 TAB Design (DB only) Review Report (Spec 23 05 93 SD-01)
31 TAB Firm/Assistants/Engineer or Specialist/Field Leader (Spec 23 05 93 SD-01, 23 05 93 SD-07)
32 TAB Schematic Drawings and Report Forms (Spec 23 05 93 SD-02)
33 TAB Related HVAC Submittals [A list of the TAB Related HVAC Submittals, no later than 7
days after the approval of the TAB by team engineer and assistant]. (Spec 23 05 93 SD-03)
34 DALT and TAB Submittal/Procedures Summary and Work Schedule (Spec 23 05 93 SD-07, 23 05 93
1.5.4.2, 23 05 93 1.7.2)
35 TAB Procedures (Spec 23 05 93 SD-03)
36 TAB Execution (Spec 23 05 93 SD-03)
37 TAB Verification (Spec 23 05 93 SD-03)
38 PVT Procedures (Spec 25 10 10 SD-06)

Test Reports
39 Performance Tests (Spec 23 05 93 3.4.6.1, 23 05 93 3.4.7.1)
40 Factory Test Plan (Spec 25 08 10 3.4.1)
41 Factory Test (Spec 25 08 10 SD-01)
42 Certified Final DALT Report (Spec 23 05 93 SD-06, 23 05 93 3.3.8)
43 TAB Design (DB only) Review Report (Spec 23 05 93 SD-06, 23 05 93 1.7.2.1)
44 Certified Final TAB Report for Proportional Balancing (Spec 23 05 93 SD-06)
45 Certified Final TAB Report for Season 1 (Spec 23 05 93 SD-06, 23 05 93 1.5.11.2)
46 Certified Final TAB Report for Season 2 (Spec 23 05 93 SD-06, 23 05 93 1.5.11.2)
47 Design (DB only) deficiencies (Spec 23 05 93 1.5.2.3.l)
48 Construction deficiencies (Spec 23 05 93 1.5.2.3.l)
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 General Commissioning/HVAC Review Checklist

Project Name: ______________________________________ Primavera Project ID.: __________________

49 PVT Phase I Report (Spec 25 10 10 SD-06)

50 PVT Phase II Report (Spec 25 10 10 SD-06)
51 START‐UP AND START‐UP TESTING (Spec 25 10 10 3.7)
52 Start‐Up and Start‐Up Testing Report (Spec 25 10 10 SD-06)
53 PERFORMANCE VERIFICATION TEST (PVT) (Spec 25 10 10 3.8)

Meetings
54 Pre‐DALT/TAB meeting (Spec 23 05 93 1.5.2.1.b)
55 Pre‐PVT meeting (Spec 23 05 93)

Certificates / Notifications
56 Advance Notice of Pre‐Final DALT Field Work (Spec 23 05 93 SD-07)
57 Advance Notice of TAB Field Work for Proportional Balancing (Spec 23 05 93 SD-07)
58 Pre‐field DALT Preliminary Notification (Spec 23 05 93 SD-07, 23 05 93 1.5.2.3.e, 23 05 93 1.7.2.2)

Operation and Maintenance Data

59 Training Plan (Spec 01 91 00.15 SD-10, 01 91 00.24 SD-10)
60 Training Attendance Rosters (Spec 01 91 00.15 SD-10, 01 91 00.24 SD-10)
61 Systems Manual for LEED [Computerized Maintenance Management System Manual for
GREEN GLOBES] (Spec 01 91 00.15 SD-10)
62 Systems Manual [Computerized Maintenance Management System Manual]
(Spec 01 91 00.15 SD-10, 01 91 00.24 SD-10)
63 Maintenance and Service Life Plans (The Maintenance and Service Life Plans are required
for Army and Army Reserve projects) (Spec 01 91 00.15 3.2.9)
64 Operation and Maintenance (O&M) Instructions (Spec 25 10 10 SD-10)
65 Preventive Maintenance Work Plan (Spec 25 10 10 SD-10)
66 Basic Training Documentation (Spec 25 10 10 SD-10)
67 Advanced Training Documentation (Spec 25 10 10 SD-10)
68 Refresher Training Documentation (Spec 25 10 10 SD-10)

Closeout Submittals
69 Sustainability (Spec 23 05 93 1.5.8)
70 Post-Occupancy Endurance Testing Government review (Spec 23 09 00)
71 Post-Occupancy PVT Field Work (Spec 23 09 00)
72 Draft As‐Built Drawings (Spec 25 10 10 SD-02)
73 Final As‐Built Drawings (Spec 25 10 10 SD-02)
74 Closeout QC Checklist (Spec 25 10 10 SD-11)

* Items marked “N” are non-compliant. KTR must provide separate written correspondence request for specific
item variance consideration, and Contracting Officer review and approval to change item to non-contractual
“NA” status.
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